qxf2csv Convert | Help

Getting Started

QXF2CSV Convert is a single step financial data translator to convert QXF (Quicken Transfer Format) files into CSV (Comma Separated Value) files. Use QXF2CSV Convert to translate transaction data from Quicken® or Quicken Essentials for Mac® into Microsoft Excel® or other type of spreadsheet program to edit, process, or convert to another financial program. QXF2CSV Convert can also process category lists, account lists, tag lists, and memorized transactions.

To get started first export your QXF file from Quicken or Quicken Essentials for Mac. Verify your desired date format with the Settings menu.

Then use the File menu, Open QXF File to run the conversion and create your CSV file in a single step.

Installation

  • Microsoft Windows® full install
    • Download QXF2CSV.exe for Windows, save the file to your computer, and run the installation program by double clicking the file.
    • If you do not have have Java installed it will be automatically downloaded during the installation.
  • Mac OS X® full install
    • Download QXF2CSV.dmg for Mac OS X, save the file to your computer. Locate the file in the download area, open it by double clicking, then and run the installer.app by double clicking it.
    • If you do not have have Java installed it will be automatically downloaded during the installation.
  • Portable Installation
    • Download QXF2CSV.zip and save the file to your computer.
      • If running on Mac OS X the unzip will be done automatically as part of the download, and QXF2CSVportable.jar should be in your user download folder.
      • If running on other operation systems run zip or winzip on QXF2CSV.zip and extract QXF2CSVportable.jar to a suitable folder such as C:\Program Files\MoneyThumb.
    • Make sure you have Java installed on your computer. If you do not have Java already installed, download it for free at www.java.com.

Entering License Information

On Microsoft Windows, the easiest way to enter the license is to copy the license file QXF2CSV.lic from the product confirmation e-mail to the same folder where you installed QXF2CSV Convert – i.e. C:\Program Files\MoneyThumb\QXF2CSV.

Otherwise enter the license by copying the license string (CTRL-C) from the confirmation e-mail and pasting it (CTRL-V) into the license dialog. To enter the license string manually from within the program select Help, and Enter License, and paste (or type) the full license code into the dialog.

After you enter your license, your license email will be shown in the program title bar, and in Help, About.

Preparation

You need to create a QXF file before running QXF2CSV. This is the procedure to do that.

      • Start Quicken or Quicken Essentials
      • Choose the menu File and select the Export menu entry, and the Quicken Transfer Format (.QXF File) File… sub-menu entry.
      • This will bring up the QXF Export dialog.

QXF Export

Specify where you want to save the file, and the file name. There are no options other than to save all the information from your Quicken file. This includes all accounts, all categories, all tags, and all bank, credit card, and memorized transactions. However, it does not include investment transactions, there is current no method to have these included. Select Save to create the file.

Running QXF2CSV Convert

On Windows or Mac OS X, double click the QXF2CSV Convert icon on your desktop.

You may also run QXF2CSV Convert from the Windows Start Menu, or run QXF2CSV.exe on Windows or QXF2CSV Convert.app on Mac OS X.

If you are running the portable version, run QXF2CSVportable.jar by double clicking it, or starting it as a Java program.


Settings

Date Formats

QXF2CSV Convert can create dates in your CSV file in either in US format (month-day-year) or European format (day-month-year). Use the Settings menu to select the date format that should be created in your CSV file.


Converting the QXF File

Select the File menu, the Open menu entry, and this will bring up a file chooser dialog. Navigate to the folder containing the QXF file, select the file, and then select Open at the bottom of the dialog.

QXF2CSV Convert will run, generating a log and giving some statistics on how many lines were processed and create a CSV file with the same name. If a CSV file with that name already exists you will be prompted to overwrite it.

The resulting CSV file will contain sections with a listing of all your accounts, categories, tags, and then a section for each account with all of its bank transactions. The CSV file can now be read directly into Excel or other spreadsheet program to view or edit the data. It is also suitable for import into other personal financial software.

Automation

To run QXF2CSV Convert from the command line or a script simply invoke it on Windows as:

QXF2CSV inputfile.qxf

Or for the portable version

QXF2CSVportable.jar inputfile.qxf

There is no need to specify an output file name, QXF2CSV Convert will use the same name and an CSV extension. The log will be written to a file with the same name and a .log extension, or ERROR.log if the input file name is invalid.

Note that if the output file already exists, it will be overwritten. And if your input file name has any spaces in it, remember to use quotes – for example:

QXF2CSV “input file.qxf”

Saving the QXF2CSV Convert Log

After QXF2CSV Convert has run, you may wish to save the log information to a file. Select the File menu, and the Save Log menu entry. This will bring up a File Save dialog. Simply specify a file name and select Save.